See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,281 | $72,404+8.1% | $110,238-29.0% | $64,186+22.0% |
| Participation rate | 72.9% | 73.3%-0.5pp | 79.8%-6.9pp | 69.6%+3.3pp |
| Annual return | -10.24% | -6.29%-3.9pp | 314.74%-325.0pp | 7.63%-17.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,620 | $3,469-53.3% | $4,672-65.3% | $3,470-53.3% |
| Admin fee / account holder | $721 | $5,664-87.3% | $8,547-91.6% | $4,888-85.2% |